Weekly Published Article
3/28/20 Should You Be Worried About The Stock Market?
The Coronavirus pandemic continues to wreak havoc on the economy and financial markets. Unfortunately, this produces extreme fear and causes many people to become vulnerable to scams from fraudsters and criminals who are trying to take advantage of the current situation to steal money. You cannot let this happen to you!
3/21/20 - You Have to Survive and Advance
March Madness is usually known for basketball tournament time, and the theme for this time of the year is ‘survive and advance’. Unfortunately, this year the Coronavirus has stolen the show and taken over March Madness. However, the theme remains the same for your retirement plan – you have to survive and advance during these difficult times.
3/14/20 Should You Be Worried About The Stock Market?
The stock market has been all over the place the past several weeks as volatility has spiked. This has caused many people to become scared and worried about their investment accounts and retirement plans and to wonder if the long bull run is coming to an end. So is the party over? Is this the beginning of the next major bear market or market crash?
3/6/20 - What You Don’t Know About Your IRA Can Hurt You?
The IRA is one of the main staples of retirement planning. In fact, millions of people use IRAs to save for and provide an income in retirement. However, many people are not getting as much out of these plans as possible as they don’t know as much as they should about IRAs.
2/29/20 - Question of the Month - February
“Hi, Brian – I have heard a lot about the benefits of doing Roth conversions to get more tax efficient. However, someone told me that it is not a good idea because of the lost opportunity cost. What does that specifically mean, and is this a reason not to do Roth conversions? Thank you.” Rhonda
2/22/20 - Now What Are You Going To Do?
Americans have just started to figure out, adjust and adapt to changes brought on by the sweeping tax overhaul that went into effect at the beginning of 2018. Now Americans are going to have to do it again! The passing of Secure Act law that went into effect January 1st of 2020 makes major law changes on retirement account money, including how that money is inherited and how that money is taxes.